WDIV vs CGDV

AWDIV

BCGDV

Measures won3–2WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · WDIV $15,576

Lowest cost0.06%SCHD · $6 on $10k

Most income4.20%WDIV · $420 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.6%WDIV and CGDV

WDIV

CGDV

State Street SPDR S&P Global Dividend ETF · $281MCapital Group Dividend Value ETF · $39.0B

+21.4%3 years · per year$17,881 · $19,064+24.0%

+9.3%5 years · per year$15,576 · […][…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

4.20%12-mo yield$420 · $127 on $10k1.27%

−8.6%Worst dropSmaller wins−9.7%

10.6%VolatilityLower wins13.4%

3–2WDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · CGDV

1.1%TRP.TO1.0%

1.8%MO0.8%

1.4%CNQ.TO0.8%

Held in common2.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDIV vs CGDV

WDIV

SPDR S&P Global Dividend

$15,576

CGDV

Capital Group Dividend Value

[…]

MeasureWDIVCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield4.20%1.27%

5 years, per year+9.3%[…]

3 years, per year+21.4%+24.0%

Worst drop · 1Y−8.6%−9.7%

Volatility · 1Y10.6%13.4%

3–2measures won
WDIV first

2.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WDIV, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

WDIVCGDVSCHD

WDIV—2.6%4.7%

CGDV2.6%—5.8%

SCHD4.7%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee